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Eric3's avatar
Eric3
Experienced User
2 months ago

Am I doing this the hard way?

I think I'm doing this the slow way and keep thinking "there has to be a better way".  I've looked on line but found nothing.  I'm hoping someone can point me in the right direction.

 

When paying multiple bills in one electronic payment (i.e. all the bills I have for March need to be paid, I load them in to the Pay Bills window and tick "Electronic Payment"), I have to type the name of the supplier into the Pay Bills window individulaly.  This brings up a list of all the open bills for that supplier, which I then need to enter the invoice numbers in the "Particulars", "Code" and "Reference" fields.  These then get transferred over to the bank payment.  This information is already in MYOB, surely there's a way to bulk load all the payments due to be paid on the 20th of April with all of the invoice numbers, particulars, codes etc that were entered in to MYOB when the invoice was inputted?

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  • Shella_A's avatar
    Shella_A
    MYOB Moderator
    2 months ago

    Hi Eric3,

     

    Thanks for your post. You may change the settings in your Prepare Electronic Payments window. Please refer to the sample screenshot below: 

     

     

    Select payment by all payment types and the bank processing date as a day after the transaction was recorded so that all transactions will show. Then you have to click all transactions that you need to pay for bulk processing, then click Bank File.

     

    Should you require additional assistance, don't hesitate to respond. We also encourage you to connect with our virtual assistant, MOCA, through this link: myob.com/support, for prompt support.

     

    Otherwise, if my response has answered your inquiry, please click "Accept as Solution" to help other users find this.

     

     

    Kind regards,

    Shella

    • Eric3's avatar
      Eric3
      Experienced User
      2 months ago

      Hi Shella,

       

      Thanks for that, but you're actually one step ahead of where I'm talking about.  I'm talking about the step before that in the "Pay Bills" section (see screenshot).

       

      I have to select the supplier in the "Supplier" field, in this example "Academy Group" and I want to pay them $1,150 on the 20th of April this year.  I have to manually enter in the particulars, code, and reference fields if I want those to show in their bank statement (so they can match the payment with our invoice).

       

      My question was, surely there's a way that MYOB can do this automatically.  Your suggested method only applies after you've entered all the information in the Pay Bills window.

       

      Regards,

       

      Eric.

      • Doreen_P's avatar
        Doreen_P
        MYOB Moderator
        2 months ago

        Hi Eric3,

         

        Thank you for updating us.

         

        To have the particulars, code and reference to be automatically entered when paying bills to a supplier, kindly go to Card File > Cards List > Supplier and then select the supplier name > Under Payment details, you should be able to enter the particulars, code and reference. Please see the screenshot attached below.

         

         

        Feel free to post again anytime if you require further assistance. 
         
        If my response has answered your inquiry, please click "Accept as Solution" to assist other users in finding this information.

         

        Best regards,

        Doreen